CASC
MPT

Coppell Advisory Solutions Corp’s Medical Properties Trust MPT Stock Holding History

Coppell Advisory Solutions Corp’s Portfolio MPT Stock Details MPT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		$82.5K Sell
10,036
-688
-6% -$7.6K 0.03% 198
2022
Q4 		$119K Buy
+10,724
New +$125K 0.04% 206

Other funds holding MPT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $9.67B AUM 5.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
CCMLC
Cardinal Capital Management LLC (Connecticut) Greenwich, Connecticut $365M AUM 18.32% 1-Year Est. Return

Coppell Advisory Solutions Corp's MPT Position: Q1 2023 in Review

Coppell Advisory Solutions Corp reduced its Medical Properties Trust (MPT) stake by 6.4% in Q1 2023, selling an estimated $7.6K and leaving 10,036 shares worth $82.5K. The position accounts for 0.03% of the portfolio, ranked #198.

Coppell Advisory Solutions Corp first reported a position in MPT in Q4 2022 and has held it in 2 quarters since. The position peaked at $119K in Q4 2022. 629 funds tracked by Wall St. Rank hold MPT as of Q1 2023.

  • Coppell Advisory Solutions Corp held 10,036 shares of Medical Properties Trust worth $82.5K as of Q1 2023.
  • Coppell Advisory Solutions Corp sold 688 Medical Properties Trust shares in Q1 2023, an estimated $7.6K.
  • Medical Properties Trust made up 0.03% of Coppell Advisory Solutions Corp's portfolio in Q1 2023, its #198 holding.
  • Coppell Advisory Solutions Corp first reported a position in Medical Properties Trust in Q4 2022 and has held it in 2 quarters since.
  • Coppell Advisory Solutions Corp's Medical Properties Trust position peaked at $119K in Q4 2022.
  • 629 funds tracked by Wall St. Rank held Medical Properties Trust as of Q1 2023.

Based on Coppell Advisory Solutions Corp's 13F filing for Q1 2023, filed 10 May 2023.